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Wells Fargo

2,641 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 1,075 increasing their positions, 959 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.76% less ownership

Funds ownership: 76.3%74.54% (-1.8%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.05B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,641
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.05B
Net Calls
Net Calls Change

Top Buyers

1 +$626M
2 +$453M
3 +$362M
4
JP Morgan Chase
JP Morgan Chase
New York
+$345M
5
Morgan Stanley
Morgan Stanley
New York
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
2576
Quarry LP
New York
$16.9K
WA
2577
Whipplewood Advisors
Colorado
$16.8K
ICCON
2578
Investment Counsel Company of Nevada
Nevada
$16.8K
PG
2579
Proffitt & Goodson
Tennessee
$16.4K
TFA
2580
Toth Financial Advisory
Virginia
$16.3K
AP
2581
Aspect Partners
Virginia
$15.9K
ACM
2582
Anfield Capital Management
California
$15.8K
CIM
2583
Contravisory Investment Management
Massachusetts
$15.6K
PWA
2584
Principia Wealth Advisory
Texas
$15.3K
PS
2585
Pinney & Scofield
Massachusetts
$15.2K
BIM
2586
Breakwater Investment Management
Washington
$14.9K
WWM
2587
Wolff Wiese Magana
California
$13.4K
TCA
2588
Trifecta Capital Advisors
Illinois
$12.7K
SC
2589
Swan Capital
Florida
$12.6K
AEPWM
2590
Atlantic Edge Private Wealth Management
Florida
$12.6K
BC
2591
Broadwater Capital
Massachusetts
$11.1K
IA
2592
IFS Advisors
Kansas
$9.89K
WW
2593
Winnow Wealth
Texas
$9.74K
CWA
2594
Carolina Wealth Advisors
South Carolina
$9.47K
MAS
2595
MPWM Advisory Solutions
Georgia
$9.11K
GFL
2596
Granite FO LLC
New Hampshire
$9.05K
DWM
2597
Darwin Wealth Management
Florida
$9.01K
LFA
2598
LGT Financial Advisors
Texas
$8.97K
DFA
2599
DHJJ Financial Advisors
Illinois
$8.81K
SIP
2600
Sellwood Investment Partners
Oregon
$8.8K